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Markel Group
MKL

699 hedge funds and large institutions have $14.2B invested in Markel Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 187 increasing their positions, 254 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $13.2B → $14.2B (+$1B)

6% more funds holding in top 10

Funds holding in top 10: 31 → 33 (+2)

4% more funds holding

Funds holding: 674 → 699 (+25)

6% more call options, than puts

Call options by funds: $69.1M | Put options by funds: $65M

0.12% less ownership

Funds ownership: 77.4% → 77.28% (-0.12%)

26% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 254

Holders
699
Holders Change
+25
Holders Change %
+3.71%
% of All Funds
10.98%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
68
Increased
187
Reduced
254
Closed
39
Calls
$69.1M
Puts
$65M
Net Calls
+$4.14M
Net Calls Change
-$26M

Top Buyers

1
GHCMRT
Graham Holdings Co Master Retirement Trust
Virginia
+$77.8M
2
DSA
Davis Selected Advisers
Arizona
+$26.3M
3
GLCM
Greenlea Lane Capital Management
Connecticut
+$24M
4
Jennison Associates
Jennison Associates
New York
+$20M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$19.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$37.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$29.9M
3
Principal Financial Group
Principal Financial Group
Iowa
-$18.3M
4
PCH
Polar Capital Holdings
United Kingdom
-$16.8M
5
State Street
State Street
Massachusetts
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
526
Cypress Capital Group
Florida
$267K -$5.36K -4 -2%
LIM
527
Leavell Investment Management
Alabama
$266K – – –
NQWM
528
Northwest Quadrant Wealth Management
Oregon
$264K – – –
HCM
529
Howland Capital Management
Massachusetts
$261K – – –
FANJ
530
Financial Architects (New Jersey)
New Jersey
$257K +$249K +186 New
ET
531
Equitable Trust
Tennessee
$255K – – –
SSA
532
Schonfeld Strategic Advisors
New York
$255K +$247K +184 New
HWA
533
Heartwood Wealth Advisors
Virginia
$253K +$22.8K +17 +10%
DWP
534
Daymark Wealth Partners
Ohio
$252K +$244K +182 New
LCM
535
Laurion Capital Management
New York
$252K +$244K +182 New
Fifth Third Bancorp
536
Fifth Third Bancorp
Ohio
$250K +$17.4K +13 +8%
EIA
537
Edgemoor Investment Advisors
Maryland
$248K – – –
TTWM
538
TCV Trust & Wealth Management
Virginia
$248K – – –
Axa
539
Axa
France
$246K +$239K +178 New
PPWM
540
Paragon Private Wealth Management
Kentucky
$242K -$255K -190 -52%
EWM
541
Empirical Wealth Management
Washington
$242K -$135K -101 -37%
FMAEN1
542
Fund Management at Engine No 1
California
$241K +$14.8K +11 +7%
KI
543
Kapitalo Investimentos
Brazil
$241K +$233K +174 New
TI
544
Tidal Investments
Wisconsin
$239K +$17.4K +13 +8%
FCP
545
Fidelis Capital Partners
Florida
$238K +$231K +172 New
CWA
546
CM Wealth Advisors
Ohio
$236K -$1.92M -1,432 -90%
CIAS
547
Capital Investment Advisory Services
North Carolina
$235K – – –
TAM
548
Tocqueville Asset Management
New York
$235K – – –
SOW
549
State of Wyoming
Wyoming
$232K +$216K +161 +2,300%
ETIA
550
Epic Trust Investment Advisors
Washington
$230K -$57.7K -43 -21%
20 21
22
23 24

MKL Hedge Fund Activity: Q2 2023 in Review

699 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2023, worth a combined $14.2B — up 7.6% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MKL positions and 39 closed out — a net gain of 29 holders — while 187 added to existing stakes and 254 trimmed.

The largest buyer was Graham Holdings Co Master Retirement Trust, opening a new position worth an estimated $77.8M. The largest seller was BlackRock, cutting an estimated $37.2M.

  • 699 institutional investors held Markel Group (MKL) as of Q2 2023, up from 674 in Q1 2023.
  • Funds reported $14.2B of Markel Group stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 68 funds opened new Markel Group positions in Q2 2023 and 39 closed out, a net change of +29 holders.
  • The largest Markel Group buyer in Q2 2023 was Graham Holdings Co Master Retirement Trust, an estimated $77.8M added.
  • The largest Markel Group seller in Q2 2023 was BlackRock, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2023.